Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanine m.? Claim Your ProfileJeanine Beratta has been in the financial industry since July 26, 2000. Jeanine Beratta is currently registered with LPL Financial LLC in Marlborough, MA. Previously, Jeanine Beratta was registered with First Allied Securities, Inc. in Marlborough, MA; Cetera Advisors LLC in Northborough, MA; Investors Capital Corp. in Northborough, MA; MetLife Securities Inc. in Westboro, MA; Metropolitan Life Insurance Company in Marlboro, MA; UBS Financial Services Inc. in Weehawken, NJ; American Express Financial Advisors Inc. in Minneapolis, MN; and IDS Life Insurance Company in Minneapolis, MN.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
02/08/2022 - Present
LPL Financial LLC (MARLBOROUGH MA)
MA
04/24/2019 - 02/02/2022
FIRST ALLIED SECURITIES, INC. (Marlborough MA)
MA
10/03/2016 - 05/14/2019
CETERA ADVISORS LLC (NORTHBOROUGH MA)
MA
01/03/2014 - 10/03/2016
INVESTORS CAPITAL CORP. (NORTHBOROUGH MA)
MA
04/12/2006 - 01/23/2014
METLIFE SECURITIES INC. (WESTBORO MA)
MA
04/12/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MARLBORO MA)
NJ
10/13/2004 - 04/26/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MN
07/26/2000 - 10/12/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/26/2000 - 10/12/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/11/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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